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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Rose Mcclung is an Investment Advisor Representative with Eagle Strategies LLC. Julia has been in the industry since 2009 and is registered in New York. Julia holds the Series 6, Series 7, Series 63 and Series 65 securities licenses. Julia is also registered with FINRA and the state of New York. Eagle Strategies LLC is a firm based in New York City. The firm provides financial planning, portfolio management, and other investment advisory services to individuals, corporations, and charitable organizations. The firm has approximately $20 billion in assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
08/03/2021 - Present
Eagle Strategies LLC (NEW YORK NY)
IA
Issued 6/24/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/9/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/5/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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